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No—not on the evidence in Berkshire Hathaway’s latest disclosed portfolio. Its Form 13F for the quarter ended June 30, 2026 lists homebuilders Lennar and D.R. Horton, but not mortgage-finance companies Fannie Mae or Freddie Mac. That is a reason to distinguish housing exposure from a mortgage-stock bet, not evidence that Berkshire endorses mortgage stocks.
What Berkshire’s latest filing actually shows
Berkshire Hathaway’s Form 13F for the quarter ended June 30, 2026 was filed with the U.S. Securities and Exchange Commission on August 14, 2026. The filing cover reports 89 information-table entries with a combined reported value of $299,253,556,246. Those figures cover reportable holdings in the 13F information table; they are not a measure of Berkshire’s entire balance sheet or all its investments. See the SEC filing record.
The holdings table includes Lennar Corporation and D.R. Horton, both homebuilders, as well as Ally Financial. It does not list Fannie Mae or Freddie Mac. Review the SEC holdings table.
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The previous filing covered holdings as of March 31, 2026 and was filed May 15, 2026. These filings offer periodic snapshots, not a live feed: the June report describes holdings at quarter-end, and cannot show what Berkshire held after June 30 or why it held a particular security. See the preceding SEC filing record.
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Why homebuilder shares are not the same as mortgage stocks
Lennar and D.R. Horton build and sell homes. Fannie Mae and Freddie Mac are mortgage-finance enterprises whose businesses and prospects are shaped by housing finance, government policy and their conservatorship status. A position in a homebuilder can reflect exposure to the housing market, but it does not establish a thesis about mortgage guarantors, lenders or servicers.
The filing establishes reported positions, not Berkshire’s investment rationale. It does not say that Berkshire bought the homebuilder shares because it expects mortgage stocks to rise, nor does the absence of Fannie Mae and Freddie Mac from this table prove Berkshire has no exposure of any kind outside the positions reported there.
What remains uncertain about Fannie Mae and Freddie Mac
Freddie Mac’s Q1 2026 Form 10-Q discusses possible transactions involving Freddie Mac and Fannie Mae, including a public offering of equity securities and a possible exit from conservatorship. It cautions: “We cannot predict whether or when any of these transactions could take place or on what terms.” Read Freddie Mac’s Q1 2026 Form 10-Q.
The filing also identifies government actions, conservatorship, interest rates, spreads, house prices, mortgage-market conditions and other factors as material risks. A potential equity transaction is therefore not a settled event with known timing or terms, and the disclosure alone does not establish what it would mean for a particular security’s value.
Historical Berkshire ties do not establish a current holding
In a 2003 special examination report, the Federal Housing Finance Agency identified Berkshire Hathaway as one of Freddie Mac’s largest shareholders at that time. The report also recounts that a query from Warren Buffett prompted a review of underwriting practices for housing-related asset-backed securities; Freddie Mac subsequently curtailed investments in manufactured-housing securities. Read the FHFA special examination report.
That history is distinct from Berkshire’s 2026 13F. It does not show that Berkshire currently owns Fannie Mae or Freddie Mac shares, and it should not be treated as a present-day investment signal.
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How to read the headline as an investor
The defensible takeaway is narrow: Berkshire’s latest disclosed holdings include homebuilder exposure, while the same filing does not list Fannie Mae or Freddie Mac. That may prompt questions about housing-sector conditions, but it is not proof of an opportunity in U.S. mortgage stocks. The cited filings do not provide a current valuation, forecast, or recommendation for any named mortgage stock.
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- Check the reporting period as well as the filing date; the June 2026 13F reports a quarter-end snapshot.
- Identify the company’s actual business before grouping it under “housing” or “mortgage stocks.”
- For Fannie Mae and Freddie Mac, account for the stated uncertainty around potential transactions and conservatorship, alongside interest-rate, spread, house-price and mortgage-market risks.
- Do not infer Berkshire’s rationale or a current position from historical ownership or from a filing that reports a different security.
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